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Tim Rickard

CFP®

  • Wealth Management Advisor

Timothy Rickard CFP® is a Wealth Management Advisor and partner with APEX Advisory Team. Tim specializes working with financial professionals, attorneys and consultants along with business owners throughout the country to develop customized financial plans suited to their unique situations and needs. Tim strives to go above and beyond for his clients and is steadfast in his belief that each interaction must begin and end with Authenticity, Planning, Education and Excellence. He believes that all clients deserve a comprehensive financial plan that provides a road map to achieving their most important financial goals.

Tim’s approach is simple; take a collaborative approach to learn and understand who his clients are, their concerns, and what they want to accomplish. With this information, he utilizes his knowledge, experience, and skill to integrate his client’s savings through their insurance, investment, tax and estate planning needs.  This process provides his clients’ the confidence and comfort knowing their goals are attainable with clear expectations and milestones. This approach drives efficiency and gives his clients the best probability of financial success for themselves as well as future generations.

Tim earned a Bachelor of Science in Mechanical Engineering degree while attending Binghamton University. His commitment to his clients has allowed him to differentiate himself from his peers with a focus on advancing his competency, knowledge, and skill set. He earned the CERTIFIED FINANCIAL PLANNER™ professional certification in 2015 and is a licensed Investment Adviser Representative and maintains securities Series 7, 63, SIE registrations and Life/Health Insurance licensing.

Tim and his wife Allison live in Hartsdale, New York along with their two children, Paul and Kennedy. Tim enjoys staying active with his kids, supporting local sports teams as well as playing golf. Timothy and Allison are both active in their community by supporting local colleges and nonprofit organizations focused on defeating childhood cancer.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. 

Check the background of this investment professional on FINRA’s BrokerCheck

CA Insurance License #: 2077697

 

Tim Rickard

CFP®
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Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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